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Showing 81 - 90 of 1107 results for "True"

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... commit to being involved in shaping the professional policies, governance, processes, so that financial planning becomes a true profession run by advisers, like other established professions run theirs," Neilson said. To date, little systematic research ...

Anton Tagliaferro announces retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 14 SEP 2022
... contribution to the business. "Under Anton's leadership, Investors Mutual investors have benefited from the consistent and true-to-label 'quality and value' investment style that Anton has embedded into the business," he said. "While in some ways it ...

JANA announces Sustainability Advisory Council

CASSANDRA BALDINI  |  MONDAY, 12 SEP 2022
... is precisely why we've appointed council members from backgrounds and perspectives outside of institutional investment. A true collaboration of both experts in sustainability and influencers in investing is the most impactful way we can achieve necessary ...

ASIC concerns see 18 funds update advertising materials

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2022
ASIC surveillance of managed funds' marketing materials has found several instances of inadequate warnings or disclaimers related to performance and downplaying of risks, leading 13 providers to make amendments. To date, 13 responsible entities or trustees ...

Martin Currie promotes analysts

CASSANDRA BALDINI  |  WEDNESDAY, 31 AUG 2022
... clients. "With his understanding of the funds management industry through his financials research coverage, and keen interest in true fundamental insights, Matthew is perfectly placed to evolve the Active Insights strategy," Birtles said. Birtles added ...

ASIC issues warning over brokers' high-risk offers

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2022
... case of possibly misleading statements about cost, Press said: "We are concerned that 'zero brokerage' claims may not be true to label where the service is 'bundled' with other products or services that effectively subsidise brokerage and cause retail ...

QIC braces against recession risks

ELIZABETH FRY  |  FRIDAY, 12 AUG 2022
... climbing interest rates? In this environment, diversifying and building a robust portfolio has never been more important and a true focus of Hill's since she started work at QIC in 2018. Hill believes in investing in a wide range of exposures, including ...

Mercer wins sovereign wealth fund mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 3 AUG 2022
... to the adverse impacts of climate change, he noted. "By outsourcing our investment implementation to Mercer, we can stay true to our investment purpose, beliefs and objectives, leaving resource intensive tasks to those that have specialist capabilities," ...

Portfolio holdings disclosure rules "feeblest on the planet": Report

JAMIE WILLIAMSON  |  FRIDAY, 29 JUL 2022
... regulations in their current form don't enable an investor to compare portfolios, nor can the data be used to understand the true risks of a portfolio. This means the super system operates in a dark void for investors, he said, adding that a consistent ...

Super fund for women closes

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUL 2022
... an administration fee of 1.09% and an indirect cost ratio of 0.11%. Analysis by Rainmaker Information found that was only true for members with a balance of less than $21,000. Over time, FairVine increased its fees and its most recent PDS, released March ...